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Vanguard Small-Cap ETF

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.23M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

17% more capital invested

Capital invested by funds: $11B → $12.9B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 8892 (+4)

3% more funds holding

Funds holding: 924956 (+32)

0% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 360

0.12% less ownership

Funds ownership: 54.11%53.99% (-0.12%)

Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.69%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
551
Schneider Downs Wealth Management Advisors
Pennsylvania
$724K +$39.7K +267 +6%
HTC
552
Haverford Trust Company
Pennsylvania
$723K +$153K +1,030 +28%
SP
553
Symmetry Partners
Connecticut
$721K +$354K +2,383 +102%
F
554
F3Logic
Minnesota
$717K -$145K -977 -17%
GP
555
Girard Partners
Pennsylvania
$717K -$1.04K -7 -0.1%
FC
556
Ferris Capital
Massachusetts
$717K
JFA
557
Johanson Financial Advisors
California
$715K -$70.6K -475 -9%
KWM
558
Kingsview Wealth Management
Oregon
$713K -$50.8K -342 -7%
PFS
559
Prospera Financial Services
Texas
$713K +$328K +2,205 +94%
LPT
560
Legacy Private Trust
Wisconsin
$709K -$372K -2,502 -35%
VWA
561
V Wealth Advisors
Kansas
$705K +$450K +3,025 +210%
WPSG
562
Wealth & Pension Services Group
Georgia
$686K -$33.7K -227 -5%
LDB
563
Lee, Danner & Bass
Tennessee
$684K
IWMA
564
Ironwood Wealth Management (Arizona)
Arizona
$684K +$11.2K +75 +2%
TAIM
565
TD Ameritrade Investment Management
Nebraska
$683K -$39.7K -267 -6%
AWM
566
AllSquare Wealth Management
New York
$680K +$25.3K +170 +4%
NSIM
567
North Star Investment Management
Illinois
$676K
FSC
568
Full Sail Capital
Oklahoma
$675K -$239K -1,607 -27%
NGA
569
Naples Global Advisors
Florida
$671K -$1.49K -10 -0.2%
NG
570
Northstar Group
New York
$667K +$13.8K +93 +2%
SFPM
571
Sensible Financial Planning & Management
Massachusetts
$665K
AC
572
Abbrea Capital
California
$664K +$78.1K +525 +14%
HCM
573
Horan Capital Management
Maryland
$661K -$198K -1,334 -24%
CFD
574
Creative Financial Designs
Indiana
$661K -$8.18K -55 -1%
Deutsche Bank
575
Deutsche Bank
Germany
$660K -$26K -175 -4%

VB Hedge Fund Activity: Q1 2019 in Review

956 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2019, worth a combined $12.9B — up 17% from $11B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VB positions and 53 closed out — a net gain of 45 holders — while 361 added to existing stakes and 360 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $53.4M. The largest seller was Wellington Management Group, cutting an estimated $29.6M.

  • 956 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2019, up from 924 in Q4 2018.
  • Funds reported $12.9B of Vanguard Small-Cap ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Vanguard Small-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +45 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $53.4M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2019 was Wellington Management Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.